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Wealth Management Administrator




Administration, Sales Support


£21,000 to £24,500 Per Annum


Full benefits



Contract Type:


Wealth Management Administrator

Central Manchester

This independent wealth management provider based in the heart of Manchester are looking for an administrator with a minimum of 1 years experience in financial services.

Relevant Skills, Experience and Qualifications

  • Previous experience in an adviser support role within Financial service practice
  • Ability to work as part of a team as well as on your own initiative
  • Ability to critically evaluate information, probe and challenge the facts
  • A flexible and adaptable attitude towards work
  • Ability to work accurately and in accordance with procedures
  • Excellent time management, ability to meet deadlines
  • Experience of using provider platforms and product provider extranet sites
  • Experience of Microsoft Word, Excel, Outlook, Intelligent office


  • To provide administrative support to one or more financial advisers
  • Dealing with day to day client and provider enquiries
  • Preparing for client meetings including quote requests, obtaining valuations and appropriate literature
  • Preparing and submitting applications and supporting documents to product providers
  • Maintaining accurate records of all verbal and non-verbal communications with the client
  • Maintaining up to date client fact find information on the back-office system
  • Maintaining client files in line with Compliance procedures